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Sofi Technologies shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

All positions including Sofi Technologies held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2025-09-30 $431k 16k 26.42
2025-06-30 $306k 17k 18.21
2024-09-30 $91k 12k 7.86
2024-06-30 $71k 11k 6.61
2022-06-30 $4.0k 742 5.39
2022-03-31 $4.0k 430 9.30
2021-12-31 $22k 1.4k 15.65
2021-09-30 $31k 2.0k 15.70
2021-06-30 $17k 900 18.89